The Zacks Security industry is experiencing robust demand for cybersecurity products, driven by the increasing need for secure networks and cloud-based applications, especially with the rise of hybrid work environments. This surge in demand is largely due to a significant increase in data breaches, prompting companies to seek comprehensive IT security solutions. The growing need for privileged access security, fueled by digital transformation and cloud migration strategies, is further boosting the demand fo ...

文章核心观点 - Gold Fields Limited (GFI) 与 Coeur Mining, Inc. (CDE) 在贵金属领域拥有不同的商业模式和资产组合，形成各自的竞争定位 [1] - GFI 作为全球多元化的黄金生产商，拥有大规模、长寿命的资产，强调稳定生产、成本控制和增长项目 [2] - CDE 则专注于北美地区，业务组合更侧重于白银，但黄金贡献度在增长，公司优先考虑运营优化和技术驱动的效率提升 [3] Gold Fields (GFI) 运营与财务表现 - 第三季度 attributable 黄金产量激增至约 621,000 盎司，同比增长22%，Salares Norte 矿山的增产是主要推动力 [4] - Salares Norte 矿山当季产量约为 112,000 盎司当量，较上一季度增长53% [5] - 实现平均金价约每盎司 3,468 美元，同时全部维持成本显著降低至约每盎司 1,557 美元，大幅扩大利润率 [5] - 加纳的 Tarkwa 矿山第三季度产量约 123,000 盎司，历史上年产量超过 500,000 盎司 [6] - 澳大利亚的 Gruyere 矿山自投产以来产量超过 150 万盎司，2024年产量为 287,000 盎司，2025年产量指引为 325,000–355,000 盎司 [6] - 股息收益率约1.60%，过去五年股息增长六次，五年年化股息增长率为17.51%，2025年9月25日支付中期股息为每股 ZAR 7.00（约每股 40 美分） [7] - 2025年9月底净债务为 7.91 亿美元，较第二季度的 14.87 亿美元显著减少 6.96 亿美元，债务与资本比率为34.8%，自由现金流约 1.66 亿美元 [8] Coeur Mining (CDE) 运营与财务表现 - 第三季度黄金产量为 111,364 盎司，环比增长3%，同比增长17%，实现平均金价为每盎司 3,148 美元 [9] - 已达成收购 New Gold Inc 的最终协议，若完成将创建北美最大的贵金属生产商之一，合并后实体预计2026年产量约为 900,000 盎司黄金、2,000 万盎司白银及大量铜 [10][11] - 积极推动多个矿山的勘探和矿山寿命延长，勘探支出规模可观，目标包括扩大墨西哥资产、在内华达和阿拉斯加矿山探索高品位区域，以及延长 Wharf 和 Rochester 等美国矿山的寿命 [12] - 2025年9月底现金及现金等价物约 2.66 亿美元，高于一年前的 7,700 万美元，债务与资本比率为10.5%，自由现金流约 1.89 亿美元 [13] 股价表现与估值比较 - 年初至今 GFI 股价上涨227.4%，CDE 股价上涨183.1% [14] - GFI 的远期12个月市销率为5.87，CDE 为3.85，低于 GFI [17] - Zacks 对 GFI 2025财年收入的共识预期意味着同比增长81%，每股收益预期同比增长140.2% [19] - 对 CDE 2026财年收入和每股收益的共识预期分别意味着同比增长90%和406% [22] - 过去60天 GFI 和 CDE 的2025财年每股收益预期均呈上升趋势 [20][23] 竞争优势与投资选择 - GFI 受益于显著更大的产量基础，年黄金产量超过 200 万盎司，拥有更具竞争力的成本结构和更宽的运营利润率，其储备基础显著更高，提供多年的可见性 [24] - CDE 在项目上进展迅速，具有更强的运营杠杆，但多元化程度较低，更多暴露于成本波动、矿山特定变量以及扩张相关的整合风险 [24] - GFI 目前拥有 Zacks Rank 1（强力买入）评级，而 CDE 为 Zacks Rank 3（持有）评级 [25]

President Trump's second term, particularly regarding economic policy, was supposed to focus on "America first.†But while domestic financial markets have performed admirably since he returned to the White House, international markets have been the real stars. That includes emerging markets equities and debt, indicating that in the case of the latter, ETFs such as the Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD), merit consideration. The actively managed NEMD is proving it warrants more at ...

One way to capitalize on this opportunity is to use a large-cap ETF with a focus on concentrated stock selection. A tight portfolio of high-quality large-caps could provide attractive risk-conscious returns down the line. BKCG Offers a Concentrated Take on Large-Caps Take the BNY Mellon Concentrated Growth ETF (BKCG), for example. BKCG is an actively managed fund from BNY that looks to hold a relatively concise portfolio of 25–35 companies. The key to BKCG's success comes from its stock selection philosophy ...

作者专业背景 - 拥有超过25年股票、金融和大宗商品市场经验 [1] - 曾担任FWN新闻服务的财经记者，并在芝加哥和纽约商品期货交易所有过报道经历 [1] - 作为记者覆盖了美国交易的各类期货市场 [1] - 曾在道琼斯通讯社担任技术分析师，并在TraderPlanetcom担任高级市场分析师 [2] - 担任过CapitalistEdgecom的股票分析主管 [2] 作者当前业务 - 运营"Jim Wyckoff on the Markets"分析、教育和交易咨询服务 [2] - 是知名农业咨询服务"Pro Farmer"的顾问 [2] - 在Kitcocom每日提供早间和晚间市场综述以及技术分析专题 [3] 教育背景 - 毕业于爱荷华州立大学，主修新闻学和经济学 [2]

Although the technology sector enjoyed robust returns this year, more recent sessions have witnessed worrying volatility trends. For example, since the beginning of January, the Nasdaq Composite gained over 20%. However, in the trailing month, the innovation-heavy index dipped roughly 3%. Fundamentally, the main culprit was rising skepticism regarding artificial intelligence.To be clear, it's not that generative AI itself arouses bubble suspicions. Rather, several enterprises tied to the broader theme of au ...

While the US stock markets are open for shortened hours today, November 28 for Black Friday, the day is unfolding under unusual circumstances as investors ease back in after Thanksgiving, a widespread outage at CME Group has halted trading across futures and options tied to equities, bonds, and commodities. The company said the halt stems from a cooling issue at a CyrusOne data center. CME Group said, “BrokerTec EU markets are open and trading. All other CME Group markets remain halted due to a data center ...

天气催化剂 - 极地涡旋减弱可能导致极寒空气在11月底至12月初向南扩散至北美[3] - 寒冷天气将转化为更高的供暖需求 通常对天然气价格形成看涨压力[3] - 历史上一些最大的天然气价格上涨发生在突发寒冷天气事件与技术指标共振时[4] 技术面分析 - 天然气价格近期回撤至均线并守住支撑位 目前正推高 呈现典型的趋势延续行为[5] - 关键看涨触发点为突破4.89美元 上行目标位为5.25美元[5] - 价格稳定在均线附近且高于50日移动平均线 将入场点降低至4.80美元上方[7] - 部分交易员设定远高于7.17美元的更大目标位[7] 市场背景与动态 - 天然气交易员数月来一直在等待真正的催化剂[1] - 周一为天然气到期日 市场通常出现逆趋势走势 因交易员平仓获利头寸[6] - 俄乌谈判的地缘政治新闻是干扰因素 但其供应影响美国国内天然气状况尚需数月甚至数年[6]

LIVE Stock Futures Rise After Trading Halted by Data Center Issue Last Updated: 41 min ago Customer Service CME to Reopen Futures, Options Trading After Halt Caused by Data-Center Issue By Adria Calatayud, Dow Jones Newswires CME Group said it would reopen futures and options trading after an hourslong glitch at a data center prompted it to halt exchanges across asset classes. The exchange operator said Friday that its CME Globex Futures & Options markets would open as of 0830 ET. The move follows earlier r ...

Certain AI plays bucked the tech sector's selloff as the market got more discerning. ...